No more meeting notes: Bob discovers AI Companion

Bob begins every engagement with a discovery call to learn about a candidate’s background, career, and goals. He is passionate about engaging with the person in front of him and helping them find the right fit. This meant Bob was on the hunt to find the right software to help him solve two major problems.

“I have so many meetings, they’d all start blurring together,” he admitted. And taking notes was distracting in itself — “I’d be smiling and pretending like I was paying attention when I was scrambling to take notes.”

From the first time Bob tested AI Companion meeting summaries, he recognized he was looking at a game-changer. Now, when he takes meetings, he automatically receives an email with a summary, recap, and next steps. “It isn’t just a transcript or a synthesis, but a true recap of what we talked about,” he said. “It doesn’t just send me the ‘what’: it understands the ‘so what,’ and it gives me the ‘now what,’ in the form of next steps. It feels like a really good partner sitting beside me, capturing notes.”

AI Companion meeting summaries have become part of Bob’s daily workflow. After every client call, he pulls the call summary into his CRM system so he can reference past conversations on future calls.

Now, he can give candidates his full attention, and keep everyone’s story straight.